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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,139 | $102,245+11.6% | $89,340+27.8% | $137,256-16.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.65% | 21.89%-8.2pp | 20.57%-6.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,054 | $2,529-18.8% | $2,231-7.9% | $4,156-50.6% |
| Participant deferral / active EE | $9,654 | $4,436+117.6% | $3,823+152.5% | $6,407+50.7% |
| Admin fee / account holder | $1,047 | $8,085-87.0% | $6,704-84.4% | $12,270-91.5% |